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Fidelity targeted emerg shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Fidelity targeted emerg (FDEM) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Fidelity targeted emerg

Tip: Access up to 7 years of quarterly data

All positions including Fidelity targeted emerg held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity targeted emerg by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $548k 21k 25.60
2024-03-31 $451k 18k 24.80
2023-12-31 $522k 22k 24.01

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding Fidelity targeted emerg

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Advisor Group Holdings
Kestra Advisory Services
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Dentgroup
Envestnet Asset Management
Cambridge Investment Research Advisors
New Insight Wealth Advisors
RFG Advisory
Farther Finance Advisors

View all funds holding Fidelity targeted emerg